Practical Guidance
Time-saving Solutions
Knowledgeable Insights

Transactional Practice Series: A Friend in Need Case File

The Transactional Practice Series is a set of books designed to teach lawyering skills, such as client counseling and drafting legal documents. The series provides a client-centered approach, allowing students to counsel clients in a series of related, simulated transactions.
Publisher: NITA
Case File
$38.00
Quantity
In Stock
ISBN: 9781556816147
Publisher: NITA
International Order Inquiry

Product details

The Transactional Practice Series is a set of books designed to teach lawyering skills, such as client counseling and drafting legal documents. The series provides a client-centered approach, allowing students to counsel clients in a series of related, simulated transactions. It provides a real-world perspective that is not available when simply analyzing completed transactions summarized in casebooks.

A Friend in Need - Forming a Nonprofit Corporation

This book examines the issues confronting Walter Fields, an individual who wants to start a nonprofit corporation to help the homeless. The documents covered include: a Client Retainer Agreement, Articles of Incorporation, Corporate Bylaws, and an Application for Tax-Exemption. Other projects include: advising a client about the restrictions on running a nonprofit corporation, review of a proposed fundraising contract, a presentation to the Board of Directors, and a conference with an IRS agent.

Law professors may request the teaching notes for this publication by emailing ReviewCopy@lexisnexis.com.

Featured Authors

Table of Contents

TABLE OF CONTENTS


PREFACE


HOW TO USE THE TRANSACTIONAL PRACTICE SERIES


The Client File

Simulated Skills Exercises

Written Assignments


A FRIEND IN NEED--THE CLIENT FILE

Assigning Memorandum

Brief Description

Discussion Points and Problems

Assignment 1

Assignment 2

Assignment 3

Assignment 4

Assignment 5

Assignment 6

Additional Memoranda

Memo re: Incorporation Documents for AFIN

Memo re: Application for Recognition of Exemption, Form 1023

Memo re: Budget and Fundraising Contract with Attached Contract

Memo re: IRS Request for Conference

Memo re: Presentation to AFIN Board of Directors

IRS Notice of Advance Ruling


FORM FILE

Engagement Letter

Statement of Incorporator(s)

Articles of Incorporation

Unanimous Consent of Board of Directors

Bylaws


TAX FORMS

Application for Recognition of Exemption, Form 1023

Consent to Extend Time, Form 872-C

Power of Attorney, Form 2848

Request for Employer Identification Number, Form SS-4

Exempt Organization User Fee, Form 8718


BACKGROUND READING

How Charitable Organizations Influence Federal Tax Policy: "Rent-seeking" Charities or Virtuous Politicians?

1996 WISC. LAW REV. 941 (1996)


Gingrich Improperly Benefitted From Charities, Critics Charge,

TAX NOTES TODAY, July 2, 1996


Gingrich Admits to Ethics Violations; No Ruling on Tax Allegations,

TAX NOTES TODAY, December 24, 1996


In a World of Good Causes, Beware Waste and a Few Crooks,

N.Y. TIMES, December 9, 1997


CASES

Revenue Ruling 86-95, 1986-2 C.B. 73

Revenue Ruling 80-282, 1980-2 C.B. 178


STATUTES

Federal Income Tax Code and Treasury Regulations

Section 170 and Related Treasury Regulations

Section 501(c)(3) and Related Treasury Regulations

Nita Solicitation of Funds for Charitable Purposes Act


DRAFTING TIPS